Common questions, answered

A complete invoice includes document number, issue and due dates, your business details, client details, line items, totals, and payment terms.

An estimate is a projected cost before work starts. After approval and delivery, you issue an invoice with final amounts.

Yes. Unique invoice numbers help with bookkeeping, taxes, and tracking payments or disputes.

The issue date is when you create the document. The due date is when payment should be completed.

Yes. Add a PO or reference field when your client requires it for internal approval or matching payments.

Yes. Include short terms for payment windows, late fees, accepted methods, and project-specific conditions.

Line items should be clear enough for the client to understand what was delivered, with quantity, rate, and subtotal.

Yes. You can switch templates based on your service type, branding needs, or level of detail.

Yes. You can add your logo and keep business identity consistent across invoices and estimates.

Yes. Documents are designed for PDF export and clean printing on standard page sizes.

PDF rendering depends on printer settings, margins, and available fonts. Use print preview and standard scaling for best results.

Template options may vary, but you can choose a style that matches your document structure and readability goals.

Yes. Use one preferred template as your default workflow to keep document style consistent.

Yes. Review content and totals before export to catch formatting or data issues early.

Yes. Duplicate an existing document to save time on repeat jobs and recurring clients.

Yes. Start with an approved estimate and convert it into an invoice with minimal edits.

Yes. Add tax rates and discounts per item or document level to keep totals accurate.

Yes. Reusing saved client details helps reduce manual entry and typing mistakes.

Yes. You can edit draft content before sharing. If it was already sent, document changes clearly.

Yes. You can remove documents you no longer need, but keep records required for accounting compliance.

Yes. Use separate business details, branding, and numbering flows for each business profile.

Check your recent list, applied filters, and draft/published status. Confirm you are in the correct workspace or account.

Reset browser zoom to 100%, check print scaling, and test another browser if layout still looks inconsistent.

Yes. Use the password reset flow from the sign-in screen and follow the email instructions.

Yes. Update the email in account settings, then confirm the new address if verification is required.

Some actions may require internet access, especially for sync and download. Save important changes before going offline.

Check popup/download permissions, network connection, and available storage. Then retry export.

Review quantity, unit rate, discount, tax, and rounding settings. Correct any line item inputs and regenerate the document.